Iht Wealth Management, LLC Purchases in Q2 2025

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
106
+ 9.98%
$652.83 - $732.78 $69.2K - $77.7K
1.17K $855K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.83K
+ 2.45%
$22.87 - $23.14 $133K - $135K
244K $5.62M
HTGC
Hercules Capital, Inc.

Financial Services
11.1K
+ 15.97%
$16.24 - $19.1 $181K - $213K
80.8K $1.48M
LHX
L3 Harris Technologies, Inc.

Industrials
28
+ 0.89%
$200.21 - $256.99 $5.61K - $7.2K
3.19K $799K
TJX
Tjx Companies Inc

Consumer Cyclical
962
+ 9.05%
$119.13 - $135.03 $115K - $130K
11.6K $1.43M
CGGR
Capital Group Growth ETF Shs C

ETFs
543
+ 3.02%
$30.53 - $40.65 $16.6K - $22.1K
18.5K $753K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
50
+ 2.67%
$299.15 - $396.54 $15K - $19.8K
1.92K $762K
SYK
Stryker Corp

Healthcare
198
+ 8.16%
$337.37 - $395.63 $66.8K - $78.3K
2.62K $1.04M
KMI
Kinder Morgan, Inc.

Energy
3.15K
+ 6.55%
$25.21 - $29.4 $79.3K - $92.5K
51.2K $1.51M
DFUS
Dimensional ETF Tr U S Equity

ETFs
39
+ 0.2%
$53.65 - $67.02 $2.09K - $2.61K
20K $1.34M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6
+ 0.01%
$29.12 - $35.84 $175 - $215
43.9K $1.57M
FIS
Fidelity National Information Services, Inc.

Technology
1.28K
+ 46.69%
$68.14 - $82.13 $87.1K - $105K
4.02K $326K
FDUS
Fidus Investment Corp

Financial Services
6.4K
+ 10.12%
$17.32 - $20.65 $111K - $132K
69.6K $1.41M
GTLS
Chart Industries Inc

Industrials
505
+ 32.58%
$115.08 - $175.5 $58.1K - $88.6K
2.06K $338K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.85K
+ 33.28%
$45.07 - $52.57 $129K - $150K
11.4K $558K
XEL
Xcel Energy Inc

Utilities
1.98K
+ 24.34%
$65.65 - $72.39 $130K - $143K
10.1K $687K
AUR
Aurora Innovation, Inc.

Technology
21.1K
New
$5.17 - $8.14 $109K - $172K
21.1K $110K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.06%
$281.67 - $351.0 $563 - $702
3.24K $1.14M
AZN
Astrazeneca PLC

Healthcare
2.24K
+ 16.57%
$64.87 - $75.0 $145K - $168K
15.8K $1.1M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.51K
+ 20.97%
$43.63 - $45.4 $109K - $114K
14.5K $646K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.48K
+ 5.33%
$22.4 - $23.8 $78K - $82.8K
68.8K $1.64M
CYBR
Cyber Ark Software Ltd.

Technology
7
+ 0.47%
$305.98 - $406.88 $2.14K - $2.85K
1.5K $611K
STZ
Constellation Brands, Inc.

Consumer Defensive
822
+ 57.52%
$160.0 - $195.62 $132K - $161K
2.25K $366K
NTRS
Northern Trust Corp

Financial Services
56
+ 1.67%
$84.45 - $126.79 $4.73K - $7.1K
3.42K $433K
KSS
Kohls Corp

Consumer Cyclical
11.9K
New
$6.13 - $9.4 $73.1K - $112K
11.9K $101K
BSX
Boston Scientific Corp

Healthcare
710
+ 18.39%
$89.7 - $107.41 $63.7K - $76.3K
4.57K $490K
PFE
Pfizer Inc

Healthcare
11.6K
+ 7.06%
$21.59 - $24.84 $250K - $288K
176K $4.26M
JCI
Johnson Controls International PLC

Industrials
240
+ 8.24%
$71.14 - $105.62 $17.1K - $25.3K
3.15K $333K
IDEV
Ishares Core Msci Intl Develop

ETFs
342
+ 3.39%
$61.79 - $76.67 $21.1K - $26.2K
10.4K $793K
SYY
Sysco Corp

Consumer Defensive
1.23K
+ 20.8%
$68.0 - $75.91 $83.6K - $93.4K
7.14K $541K
PYPL
Pay Pal Holdings, Inc.

Financial Services
290
+ 3.46%
$57.41 - $74.81 $16.6K - $21.7K
8.68K $644K
ARCC
Ares Capital Corp

Financial Services
5.74K
+ 3.88%
$18.91 - $22.43 $109K - $129K
154K $3.38M
QBTS
D Wave Quantum Inc.

Technology
21
+ 0.16%
$6.22 - $19.04 $131 - $400
13.4K $196K
ISCV
Ishares Morningstar Small Cap

ETFs
579
+ 2.15%
$51.37 - $61.54 $29.7K - $35.6K
27.6K $1.69M
VPU
Vanguard Utilities ETF

ETFs
374
+ 8.91%
$158.36 - $178.82 $59.2K - $66.9K
4.57K $806K
IFRA
Ishares Tr

ETFs
186
+ 0.95%
$40.97 - $49.19 $7.62K - $9.15K
19.8K $974K
CATH
Global X Fds Global X S&P 500

ETFs
671
+ 13.73%
$59.85 - $75.45 $40.2K - $50.6K
5.56K $419K
BUG
Global X Fds Cybersecurity ETF

ETFs
547
+ 3.81%
$29.9 - $37.1 $16.4K - $20.3K
14.9K $553K
CTVA
Corteva, Inc.

Basic Materials
675
+ 20.71%
$55.52 - $74.53 $37.5K - $50.3K
3.94K $293K
VCR
Vanguard Consumer Discretionar

ETFs
2
+ 0.09%
$290.42 - $364.35 $581 - $729
2.33K $845K
ULCC
Frontier Group Holdings, Inc.

Industrials
23.9K
New
$2.98 - $4.39 $71.1K - $105K
23.9K $86K
ON
On Semiconductor Corp

Technology
4
+ 0.06%
$31.95 - $54.21 $128 - $217
6.95K $364K
SOUN
Soundhound Ai, Inc.

Technology
1.62K
+ 6.58%
$7.18 - $11.76 $11.6K - $19K
26.2K $281K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
40
+ 0.47%
$108.87 - $133.04 $4.35K - $5.32K
8.52K $1.13M
IWS
Ishares Russell Midcap Value E

ETFs
316
+ 5.66%
$110.58 - $132.14 $34.9K - $41.8K
5.9K $779K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.22K
+ 1.27%
$16.93 - $17.81 $37.6K - $39.5K
177K $3.15M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
46
+ 0.48%
$70.44 - $86.87 $3.24K - $4K
9.59K $832K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
734
+ 7.22%
$100.04 - $100.54 $73.4K - $73.8K
10.9K $1.1M
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.68K
+ 5.96%
$43.89 - $45.45 $73.6K - $76.2K
29.8K $1.34M
Activity Summary
Buys All Purchases 611 New Holdings 127 Increased Positions 484 Sells All Sells 489 Reductions 489 Sold out 0 Options Calls 0 Puts 0
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